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Dividend Capture for Rockwell Automation (ROK)

ROK dividend capture — median 1d pre-ex touch, 100% /30d touch rate over 19 ex-dates. Next ex-date, event history, after-tax calculator & simulator.

Updated Jun 20, 202619 eventshigh

Rockwell Automation (ROK) has touched its pre-ex close within 30 trading days in 100% of the last 19 ex-dividend events, with a median time-to-touch of 1 trading day (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.14), meaning ordinary day-to-day noise can easily exceed the dividend itself.

Versus its sector, ROK sits roughly in line with the Industrials sector benchmark of 95%. The sector median time-to-touch is 1 trading day, matching the peer pace.

Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next confirmed ex-dividend date is Aug 17, 2026, with an expected dividend of $1.38.

Touch rate (30d)
100%+5pp vs sector
Median days-to-touch
1din line with sector
Signal-to-noise
0.14in line with sector

Recovery engine

TL;DR over the most recent 19 events.

MetricValuevs sector
30-day touch rate
100%
+5pp vs sector
Median days-to-touch
1d
in line with sector
Signal-to-noise (div / ATR)
0.14
in line with sector
Avg gap on ex-date
-0.09%
+0.26pp vs sector
Win rate at MOC exit
55%
Median drawdown during hold
-3.28%
+0.75pp vs sector
Best / worst touch (days)
1 / 5

Next ex-dividend

Confirmed by company declaration.

in 57 days
Dividend$1.38
Per-event yield0.35%
Annualized yield1.17%
Previously paidFeb 23, 2026 ($1.38)
Last record dateFeb 23, 2026
Last payment dateMar 10, 2026

ROK Dividend Capture History — Last 20 Ex-Dividend Events

Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday high at or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for Rockwell Automation (ROK). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.

  • +3.70%
  • +2.29%
  • +2.63%
  • +1.73%
  • -1.47%
  • +4.84%
  • +3.22%
  • +0.19%
  • -0.82%
  • +7.55%
  • -2.19%
  • +4.44%
  • -0.10%
  • +2.53%
  • -0.08%
  • -1.57%
  • -4.19%
  • +5.95%
  • -0.34%
  • -1.67%

ROK Pre-Ex Touch Time Distribution

First trading session whose intraday high reached the pre-ex close within the 30-day measurement window. td = trading days from ex-date.

Touch windowDistributionCountShare
≤ 1 day1680%
2–3 days210%
4–5 days210%
6–10 days00%
11–30 days00%
30+00%
80% within 1d · 100% within 5d · 100% within 30d(20 events analyzed)

ROK Dividend Capture Calculator — After-Tax Yield

Pre-filled with ROK's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.

U.S. ordinary-income rate (22-37%) applies on holds shorter than 61 days. Hold longer to qualify for the 0/15/20% qualified-dividend rate.

Slippage preset
Display
Gross dividend
$276.00
After-tax dividend
$179.40
Slippage round-trip
-$79.76

Net if price returns to pre-ex
+$99.64
Required recovery to break even
0.00%

Per-event after-tax yield
+0.12%
Annual if all succeed
~6.3%
Scenariosbase rate 100%
Best (limit fills)+$99.64
Average (base rate)+$99.64
Worst (no recovery)$176.36

Open in full calculator →

ROK Dividend Capture Backtest Simulator

Replay every historical ROK ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close, or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan.

Limit window:Quarter:

Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).

Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).

Avg P&L per trade(20 events)+0.42%
Win rate (20 trades)
100%
Cumulative P&L
i
+8.47%Sum of per-event % (not compounded)
Buy & hold (same sample)
i
+55.04%Span: May 14, 2021 → Feb 23, 2026 · long-horizon total return vs repeating capture cycles
Best event
+0.55%
Worst event
0.34%

Cumulative P&L (equity curve)

Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.

+8.5%+0.0%May 14, 2021 · cumulative +0.40% (sum of returns through this event)Aug 13, 2021 · cumulative +0.74% (sum of returns through this event)Nov 12, 2021 · cumulative +1.08% (sum of returns through this event)Feb 11, 2022 · cumulative +1.48% (sum of returns through this event)May 13, 2022 · cumulative +2.03% (sum of returns through this event)Aug 12, 2022 · cumulative +2.48% (sum of returns through this event)Nov 10, 2022 · cumulative +2.94% (sum of returns through this event)Feb 17, 2023 · cumulative +3.34% (sum of returns through this event)May 12, 2023 · cumulative +3.78% (sum of returns through this event)Aug 11, 2023 · cumulative +4.17% (sum of returns through this event)Nov 10, 2023 · cumulative +4.66% (sum of returns through this event)Feb 16, 2024 · cumulative +5.10% (sum of returns through this event)May 10, 2024 · cumulative +5.56% (sum of returns through this event)Aug 12, 2024 · cumulative +6.05% (sum of returns through this event)Nov 18, 2024 · cumulative +6.51% (sum of returns through this event)Feb 18, 2025 · cumulative +6.95% (sum of returns through this event)May 19, 2025 · cumulative +7.37% (sum of returns through this event)Aug 18, 2025 · cumulative +7.76% (sum of returns through this event)Nov 17, 2025 · cumulative +8.12% (sum of returns through this event)Feb 23, 2026 · cumulative +8.47% (sum of returns through this event)
May 14, 2021Feb 23, 2026

Per-event P&L distribution

20 trades in this sample · bar height ∝ count in each bucket (gross % per event).

 
<-3%
 
-3..-1%
 
-1..0%
 
0%
20
0..1%
 
1..3%
 
>3%

Scenario P&L by event · ROK (20)

Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.

Ex-dateP&L
+0.40%
+0.34%
+0.34%
+0.40%
+0.55%
+0.44%
+0.47%
+0.40%
+0.44%
+0.39%
+0.49%
+0.44%
+0.46%
+0.48%
+0.46%
+0.44%
+0.42%
+0.38%
+0.37%
+0.35%

Results are illustrative only and are not financial advice. Capture simulations use historical prices and simplified costs and tax assumptions. Actual fills, borrow fees, and market rules vary. Consult a qualified advisor before trading.

Frequently asked questions